PWM Private Wealth Advisor
U.S. BankCalifornia, United States • San Jose, California, United States
Posted March 20, 2026
170255 - 200300 USD
Full Time
About the Company
U.S. Bank is a financial services company that provides banking, trust, and investment products and services to individuals and businesses.
Job Description
We are seeking a highly seasoned financial industry expert to lead retention and growth of medium to large size high net worth client relationships. The ideal candidate will have 10+ years of experience in high and ultra-high net worth client wealth management activities and be able to provide counsel and expert advice in all areas of Wealth Management.
Requirements
- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law